Stephanie has been in the financial services industry since 2005. She started her career educating and advising retirement plan participants and has expanded that knowledge and experience into holistic financial planning. Stephanie collaborates with other members of the team to help clients understand their options and create a long term strategy. Her focus within the practice also includes service and support to provide our customers with an outstanding experience.
Stephanie grew up in Littleton, CO and is a graduate of the University of Colorado with a Bachelor of Arts degree in Communication. She holds her Life Insurance License and has Series 7 and 66 registrations.